+66.3%
UBER vs QLD
+602.8%
-536.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.9% |
| 7D | +0.5% | +12.5% | -12.0% | -5.3% |
| 30D | -3.1% | -15.7% | +12.6% | +4.2% |
| 3M | -8.3% | -11.9% | +3.6% | -4.0% |
| 6M | -9.5% | -10.3% | +0.8% | -8.4% |
| YTD | -15.4% | +15.6% | -31.0% | -25.9% |
| 1Y | -26.1% | +12.1% | -38.3% | -34.4% |
| 3Y | +34.0% | +150.7% | -116.7% | -27.7% |
| 5Y | +53.2% | +86.6% | -33.4% | -8.7% |
| All | +66.3% | +602.8% | -536.5% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded QLD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling